This is a guide to all of the widgets found on the Appliance.io dashboard.
Leaderboards Widget
This feature helps track and compare sales performance across different metrics, encouraging healthy competition among the sales team.
How to Use the Leaderboards:
Choose Timeframe: Select the month or period you want to analyze using the dropdown at the top of the leaderboard.
Review Top Performers:
Top Sales Person: Displays the leading salesperson based on net product revenue.
Protection Plan Leaderboard: Highlights the salesperson with the highest profit from protection plan sales.
Compare Performance: Use the leaderboard to motivate the sales team by showing how individual performance compares to others.
Delivery Schedule
This section offers a snapshot of available delivery slots and helps manage delivery capacities effectively.
How to Use the Delivery Schedule:
Select the Delivery Method: Use the dropdown at the top to choose between various delivery types (e.g., installation, standard delivery).
Navigate Delivery Dates: Scroll horizontally to view upcoming delivery availability.
Monitor Capacity:
Green Tiles: Indicate available delivery slots.
Unavailable Dates: Displayed in grey, these are locked and not open for additional deliveries.
Switch Between Weekly and Monthly Views: Use the toggle at the top-right corner to switch between weekly and monthly schedules.
Delivery Routing
This section helps manage and monitor the daily delivery operations efficiently by assigning trucks and tracking stops.
How to Use Delivery Routing:
Select the Date: Use the date picker to choose the day for which you want to view or manage deliveries.
View Drivers and Trucks: Click the “View Drivers” button to see all available drivers assigned to trucks for the selected day.
Assign Stops to Trucks:
Select a truck column (e.g., Truck 1, Truck 2) and add stops by dragging and dropping orders into the truck’s column.
You can adjust stop order by dragging tiles within the same truck.
Check Estimated Delivery Times: Each order tile displays the scheduled delivery window. Adjust the sequence if needed to optimize delivery time.
Use Map Integration:
Click “Show Map” to display the delivery routes on the map.
If the map is not needed, click “Hide Map” to collapse it.
Monitor Total Stops and Time: Check the top of each truck column to ensure an optimal number of stops and delivery time per truck.
Management Tools, Sales KPI, and Commission Dashboard
This section provides access to key management features and performance tracking tools.
How to Use Management Tools:
Returned Inventory, Damage Reports, and Instant Rebates:
Click each tile to view a detailed report of pending issues needing resolution.
Focus on high-priority items marked as “Need Attention.”
Sales KPI:
Monitor Performance:
Use the Number of Quotes and Number of Orders metrics to track the progress of sales activities.
Compare Protection Plan Attachments:
Review the comparison between your attachment rate and a peer’s to identify areas for improvement.
Click the “Watch Video” button to access a learning resource on improving attachment rates.
Average Order Value: Monitor how much revenue is generated per order and adjust sales strategies if necessary.
My Commission Dashboard:
Select Date Range: Use the calendar filter to choose the period for which you want to review your commission.
View Total Revenue and Profit: Check your performance from delivered sales and see how your earnings align with profit goals.
Monitor Profit Percentage: Use this metric to ensure that sales are aligned with profitability targets.
